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For college admissions consultants: add prospects from non-role forms to mailing groups

For college admissions consultants: add prospects from non-role forms to mailing groups

Admissions consultants lose prospects when non-role form contacts don't reach the mailing list. This workflow adds those contacts to the correct mailing group so admissions can start outreach quickly.

For college admissions consultants: add prospects from non-role forms to mailing groups

Overview

Non-role form leads often slip past admissions mailing lists and into no-man’s-land, causing missed outreach and stalled enrollment conversations. This workflow routes those contacts into the correct mailing group so outreach starts quickly, eliminating manual list maintenance and preventing missed follow-ups.

Notable Features

  • Add contacts to mailing groups
  • Filter submissions from non-role forms
  • Trigger outreach for new prospects

For college admissions consultants: add prospects from non-role forms to mailing groups